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Power Platform Community / Forums / Copilot Studio / Save a Users Email Add...
Copilot Studio
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Save a Users Email Address When Interacting With a Bot

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Posted on by 6

Hello,


First time posting, not sure where to post.....


I am currently trying to capture a users email when they interact with the bot and save this somewhere like the ConversationTranscript entity. I then pull this CDS data into a sharepoint list using a flow for further manipulation. The email (amongst other things) is going to be used to verify a customer before providing info and also to facilitate an email of the content being sent to the customer following their interaction.

I have created a new field in the ConversationalTranscript entity, updated my authoring canvas to request the email from the user and set the variable. How do I get the email address a user adds in the bot conversation to save into the CDS entity?


Thanks for any help.....

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  • CU22081450-0 Profile Picture
    Most Valuable Professional on at

    Hi @Ian1964 ,

     

    Unfortunately, you cannot do it yet.

    Because the conversation will be saved into the ConversationTranscript entity after 6hrs of the real conversation, it's not in real-time.

  • Ian1964 Profile Picture
    6 on at

    Thanks.

     

    Is there no way of adjusting the data that is saved when the transcript is saved then? I did find the solution but it is 'managed' and doesnt allow any changes. I don't mind if it is 6 hours but I guess at best I could extract the email address from the content somehow. 

     

    Does this mean there is no way to save any custom data gathered from a chat only the content?

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    CU22081450-0 Profile Picture
    Most Valuable Professional on at
  • Ian1964 Profile Picture
    6 on at

    Ok thanks it looks mighty complicated as per usual with these easy in principle things.

     

    Ill give it a whirl and let you know if it works.

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